Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
Often in our sales process we deal with multiple people in the customer organisation. Can we add multiple customer contacts onto an opportunity?
If that is possible, I would then like the opportunity chatter log to show all email correspondence between all the contacts for that opportunity and all the internal staff. Is that possible?
You can add contacts as followers to an opportunity, they will receive emails and their responses are captured in chatter
Cree una cuenta para poder utilizar funciones exclusivas e interactuar con la comunidad.
Inscribirse| Publicaciones relacionadas | Respuestas | Vistas | Actividad | |
|---|---|---|---|---|
|
CRM, res_partner and fields
Resuelto
|
|
2
jun 25
|
2899 | |
|
1
ago 24
|
2315 | ||
|
1
ago 24
|
2746 | ||
|
0
ago 24
|
252 | ||
|
0
may 21
|
3940 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
Hey,
I don't quite understand how this question has been deemed as "solved". You're not able to have multiple stakeholders to a single opportunity. You can add followers, but it's not the same thing. Odoo is the only CRM I know that doesn't allow for more than one contact per deal.
If I'm wrong and I have misunderstood, and love to hear it. I'm looking for a solution myself, but Odoo doesn't allow to make my sales efforts efficient.
thank you.
Paal